Auto Forwarding Employee Assignments

Complete the following steps to temporarily transfer your employee authorization rights to another supervisor:

1. From Actions > Employee, select the Auto Forward Assignment icon.

2. Select the Employee Forward button.

3. Enter an Effective date and an Expiration date to indicate the date range to forward authorization to another supervisor.

4. Click the Next button in the left pane to continue.

5. The employee search screen is displayed to search for a supervisor or employee to forward the assignment to. Enter the selection criteria and click on the Search button.

6. A listing of all employees, meeting the specified criteria, is displayed. Click the icon to the left of the selected supervisor's name.

7. The list of the current supervisor's employees is displayed.

   • To auto-forward all employees to the same supervisor, check the box on the very top line. All employees are now selected.

   • To auto-forward some employees to the selected supervisor, and others to another supervisor, check the box to the left of the names of the employees to forward to the indicated supervisor only.

8. Once employee records are selected, click on the Forward Selected button.

9. To auto-forward unselected employees to a different supervisor, repeat steps 5-8 above. The wizard will not finish until all employees have been forwarded.

10. The employees are now temporarily assigned to the selected supervisor during the indicated effective/expiration date time frame.

    Note:  

    To cancel the auto forwarding feature, click the Disable Auto Forwarding button in the left pane. This button is only visible if there are employee records set up to be auto-forwarded. When selected, it will only cancel employee auto-forwarded records, not supervisor auto-forwarded records.